Client Services Associate

Third Act Wealth Management, LLC; Dallas (TX); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

Third Act Wealth Management, LLC is seeking a Client Service Associate to act as the operational backbone of the firm, handling account operations, CRM, correspondence, and daily workflow for a growing practice. You will support advisors by ensuring accuracy, timeliness, and a polished client experience.

The role emphasizes proactive service, discretion with confidential information, and a warm, professional communication style. Growth opportunities align with the firm’s scale and client needs.

Qualifications

• Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).
• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).
• Polished, professional verbal and written communication.
• Comfort with technology and AI‑assisted tools — daily use.

Responsibilities

• Operate account operations, CRM, correspondence, and day‑to‑day workflow of the practice.
• Own CRM records, notes, and processes; build repeatable checklists.
• Manage client inbox, route and respond to inquiries promptly and discreetly.

Skills

Detail‑oriented

Strong communication

Proactive

Organization & time management

Client service mindset

Tools

Microsoft Office

CRM platforms

Job description

Third Act Wealth Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can stay focused on clients.

We’re looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You’ll run account operations, CRM, correspondence, and the day-to-day workflow of a growing practice — with more ownership and room to grow than you’d find at a national firm.

What You’ll Own

Operations & Account Administration

• Process new accounts, transfers, deposits, distributions, and service requests with a high degree of accuracy.
• Prepare and submit account paperwork, tracking every item to completion.
• Generate and distribute account statements, performance reports, and regulatory correspondence.
• Coordinate with advisors, our custodian, compliance, and back‑office teams.

CRM & Data Integrity

• Own the CRM, keeping client records, notes, and workflows current, accurate, and compliant.
• Build and maintain repeatable processes and checklists for recurring work.

Communication & Inbox Management

• Manage the firm’s inbox and client correspondence — route, respond, and follow up promptly and discreetly.
• Serve as a reliable first point of contact for client service requests, escalating complex needs to the advisor.

Client Experience

• Deliver a polished, personalized experience across every client interaction.
• Prepare meeting spaces in advance — materials, technology, and hospitality details handled before clients arrive.
• Coordinate post‑meeting follow‑up and milestone recognition (birthdays, anniversaries, life events).

Office & Events

• Order supplies, manage mail, and keep the office pristine and client‑ready.
• Help plan and execute client seminars.

Who You Are

• Detail‑obsessed and highly organized.
• Proactive — you anticipate what’s needed next and act without being asked.
• Trustworthy and discreet with confidential information.
• Calm and effective under competing priorities.
• A clear, warm, and professional communicator.
• Coachable and growth‑minded.

Required Qualifications

• Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).
• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).
• Polished, professional verbal and written communication.
• Comfort with technology and AI‑assisted tools — we use them daily.

Preferred Qualifications

• Experience directly supporting financial advisors or relationship managers.
• Familiarity with LPL Financial systems.
• Knowledge of account types (IRA, brokerage, trust) and financial regulations.

What We Offer

• Competitive base salary and bonus, commensurate with experience.
• Comprehensive benefits including health, dental, vision, and 401(k) with company match.
• Paid time off, holidays, and a commitment to work‑life balance.
• Direct mentorship and a clear path to grow as the firm scales.